- HUB International (Houston, TX)
- …centers of excellence. HUB is a global insurance and employee benefits broker , providing a boundaryless array of business insurance, employee benefits, risk ... experience + CPA certification + Experience with QuickBooks or similar accounting systems + Experience managing accounting for multiple entities or business units… more
- TEKsystems (Carrollton, TX)
- …Key Responsibilities + Process a broad range of data change requests, including broker fee changes, interest rate adjustments, QM cures, and additional loan updates. ... + Update loan applications and navigate Automated Underwriting Systems . + Review and validate borrower documentation including income, credit, and large deposits. +… more
- Scotiabank (Dallas, TX)
- …to deepen International Banking client relationships and leverage broader relationships, systems and knowledge. **What You'll Bring** * Experience in compliance, ... exam support, including testing or audit background. * Background in broker -dealer inspections, institutional trading & sales, investment banking, futures commission… more
- HUB International (Bryan, TX)
- **About HUB** HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, ... effectively. + Prioritize and manage day-to-day workload using agency procedures and systems . + Prepare market analyses and proposals, process renewals, and handle… more
- USAA (Plano, TX)
- …maintenance of Life/Health license + Required annual completion of AHIP and Broker /Carrier appointments when applicable. + 2 years of financial industry and/or life ... resolving conflict and negotiating + Experience multi-tasking in an operating systems environment + Experience participating in or leading teams + Successful… more
- Charles Schwab (Westlake, TX)
- …that prohibit manipulative and deceptive devices. The team utilizes sophisticated systems and human intelligence to achieve efficient and effective surveillance that ... years of experience within financial services with a general understanding of broker -dealer, financial holding company, bank, and investment advisory businesses + 5… more
- Huntington National Bank (Farmers Branch, TX)
- …design, build, integration, and support of the enterprise Cloud Access Security Broker (CASB). Duties & Responsibilities: + Design, develop and recommend solutions ... CASB + Experience in automation and scripting of applications and systems + Certified Cloud Security Professional (CCSP), or related certification(s). +… more
- Xerox (Austin, TX)
- …funding and incentive programs (eg, AMM, ECIF) + Act as an internal broker and orchestrator, influencing decisions while enabling execution by Sales and Practice ... Microsoft relationship + Familiarity with Microsoft Partner Center and CRM systems (eg, HubSpot) + Experience preparing executive-level reporting and alliance… more
- Zurich NA (Dallas, TX)
- …collaboratively with assigned underwriters. + Supports Underwriter with broker /agent/distributor/customer interactions by providing basic customer service skills. ... Insurance industry knowledge + Knowledge of processing, rating and policy management systems used in the insurance industry + Strong verbal and written communication… more
- HUB International (Austin, TX)
- …Full Time **About Us:** HUB is a global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, ... data, maintaining planning software, and generating client-ready reports + Utilize CRM systems to record client interactions, manage follow-up tasks, and track key… more